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What We Automate

The AI that works while you run your business

7 automation domains. Measurable results from the first weeks.

Finance
Your invoices go out without you lifting a finger

From order completion to client delivery — your entire invoicing chain runs automatically, including structured reminders for unpaid balances.

  • Automatic invoice generation on each completed order
  • Instant delivery to the client's inbox
  • Structured follow-up sequence if payment is overdue
  • Full audit trail — every action timestamped
6h / week saved on average
Invoicing Workflow
⚡
Order completed
Trigger
✦
Invoice generation
AI · formatting + amounts
Auto
✉
Sent to client
Sent
↺
Follow-up if unpaid
D+7  /  D+14  /  D+21
Conditional
Sales
Every prospect captured, qualified, followed up

No lead falls through the cracks. Every inbound signal is automatically scored, enriched, and routed to the right next step.

  • Multi-source capture: web form, email, calendar
  • AI scoring and categorization on arrival
  • CRM enrichment with firmographic data
  • Automated follow-up sequence per segment
Lead Pipeline
🌐 Web form 📬 Inbound email 📅 Calendar
↓
✦
AI Qualification
Score · enrichment · category
Auto
↓
✓ Enriched CRM 📆 Scheduled follow-up
Communication
AI drafts it, you approve — or don't

Every incoming message is analyzed, contextualized, and answered with a draft ready to send. You stay in control without starting from a blank page.

  • Detects intent, tone, and urgency automatically
  • Drafts a reply that matches your voice
  • One-click review before sending
  • Learns from your corrections over time
Smart Reply Flow
Finance
Your numbers, delivered every month, effortlessly

A structured financial report lands in your inbox on the 1st of every month — expenses, cash flow, pending invoices, and AI-detected anomalies.

  • Automatic aggregation across all payment sources
  • Anomaly detection to flag unusual transactions
  • Month-over-month comparison built in
  • PDF export ready for your accountant
Monthly Report — April 2025
April 2025 Sent automatically ✓
Total expenses $ 12,480
Net cash flow + $ 8,230
Pending invoices $ 4,100
Anomalies detected 0 ✓
Operations
Zero back-and-forth to confirm a meeting

Proposals, confirmations, reminders, and rescheduling all happen automatically. Your calendar fills itself without a single email exchange.

  • Real-time availability synced with your calendar
  • Instant confirmation sent to all parties
  • Automatic reminders 24h and 1h before
  • Rescheduling handled without your intervention
Scheduling Workflow
14
May
Discovery Call — New prospect
Confirmed ✓
🔔 Automatic reminder: your meeting is tomorrow at 2PM
↻ Rescheduling handled: moved to May 21 — calendar updated
Technology
Your tools finally speaking the same language

HubSpot, Microsoft 365, Gmail, and your calendar — connected through a single sync layer that keeps every tool up to date in real time.

  • Bi-directional sync across all connected tools
  • No duplicate data entry — ever
  • Conflict resolution handled automatically
  • New integrations added without disruption
Integration Architecture
HubSpot Microsoft 365 Gmail Calendar
↓↓↓↓
CSK Sync
Real-time sync layer
↓
Unified CRM
Custom
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